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Getting Started in the
Nonprofit Cloud
#NPcloud
Richard Dietz
Nonprofit R+D
rich@nonprofitrd.com
@nonprofitrd
www.NonprofitRD.com/FB
www.NonprofitRD.com/IN
www.NonprofitRD.com/gplus
Nonprofit Cloud
www.NonprofitRD.com2
Our Speaker
Rich Dietz
Founder of Nonprofit R+D -
Technology Training for Nonprofit Professionals
Rich has over 20 years' experience working in and
with a wide variety of nonprofit, political, and
government organizations and holds a Masters in
Social Welfare (MSW) from UC Berkeley.
You can find Rich on his website
http://www.nonprofitrd.com
or tweeting @nonprofitrd.
Nonprofit Cloud
www.NonprofitRD.com3
Who is this session for?
1) You want to learn the basics of what the Cloud is,
advantages and disadvantages, and how it relates to
nonprofits.
OR
2) You are looking for material to talk to folks at your
organization that may not understand the Cloud
Nonprofit Cloud
www.NonprofitRD.com4
Agenda
1. Soap Box
2. What does ‘the Cloud’ really mean?
3. Advantages & Disadvantages/Concerns
4. Future of the Cloud
5. Where to Start
Nonprofit Cloud
www.NonprofitRD.com5
Text Heavy Slides… oh no!
I promise I do not just read the slides
• Boring!
Why text heavy slides
•You don’t have to take notes – the info is there for you later
•You can focus on the “ah-ha” moments
•They will still make sense 6 months from now
Let me know what you think
Nonprofit Cloud
www.NonprofitRD.com6
Our Goals Today
• Gain a better understanding of ‘the Cloud’ and how it relates
to nonprofits
• Generate ideas to get you started researching and evaluating
how the cloud can impact your organization
• Encourage you to take action and test out new ideas
Nonprofit Cloud
www.NonprofitRD.com7
Don’t Panic
There is help out there
Google and NTEN are
your friends
Nonprofit Cloud
www.NonprofitRD.com8
What you talkin’ about Willis?
SaaS, Paas, Iaas,
CRM, CMS
ROI, API,
wysiwyg
Open-Source
Blah, Blah, Blah
Nonprofit Cloud
www.NonprofitRD.com9
Who is currently using the Cloud?
Nonprofit Cloud
www.NonprofitRD.com10
What Does ‘the Cloud’
Really Mean?
(and why should you care)
Nonprofit Cloud
www.NonprofitRD.com11
What is ‘the Cloud’
Other definitions:
• An architecture that provides scalable, Internet-accessible services.
• Managed software or services that reside on the internet.
• Scalable services you access through the internet.
Wikipedia says:
“The use of computing resources
(hardware and software) that are
delivered as a service over a network
(typically the Internet).”
Nonprofit Cloud
www.NonprofitRD.com12
Examples of the Cloud
Microsoft Word vs. Google Docs
“Sneaker Net” vs. Dropbox
Nonprofit Cloud
www.NonprofitRD.com13
Examples of the Cloud
FR50 (Installed) vs. Sage Nonprofit Online
MailChimp
Nonprofit Cloud
www.NonprofitRD.com14
Now…
Who believes they are using
the Cloud?
Nonprofit Cloud
www.NonprofitRD.com15
Most NPO’s are already using it
Over 90% of nonprofits are using the cloud
• However, many did not realize it
Most common Cloud solutions
• Email – 69%
• Broadcast email – 57%
• Office software – 44%
• Data backup – 41%
• Constituent databases – 40%
(NTEN State of the Nonprofit Cloud – March 2012)
http://www.nten.org/research/cloudreport/download
Nonprofit Cloud
www.NonprofitRD.com16
Buy vs. Rent
Installed software - Buy
• Exchange Server – server, software, space, staff time, maintenance, upgrades, etc.
Cloud - Rent
• Google Apps – free for nonprofits with less than 3,000 users.
• However, still need training, support, etc.
As a homeowner, renting is starting to look pretty good to me!
Which is better? That depends!
• Need to evaluate on individual basis.
• With software donation programs it may be more cost effective to buy.
• BUT… need to account for staff time, maintenance, downtime, etc.
Nonprofit Cloud
www.NonprofitRD.com17
Why should your nonprofit care?
The Cloud can save
• Time
• Money
• Frustration
• The environment
The Cloud is great for
• Sharing
• Collaborating
• Remote working
• Scalability
* All Discussed in the following section
Nonprofit Cloud
www.NonprofitRD.com18
What criteria are important to
your organization in evaluating
the Cloud?
Nonprofit Cloud
www.NonprofitRD.com19
Advantages
&
Disadvantages/Concerns
(Many times they are two sides of the same coin)
Nonprofit Cloud
www.NonprofitRD.com20
Advantages
Nonprofit Cloud
www.NonprofitRD.com21
Advantages of the Cloud
Cost
• Save money on equipment, staff, office
space, electricity, ongoing maintenance, etc.
• Reduced need for infrastructure - economies of scale
• Lower cost of entry (upfront costs) as well as replacement costs
• Can use less powerful and lower cost clients – netbook, low
end computer (internet speed is the key)
• Transfer capital expenses to operating expenses
• Easier to budget – known monthly cost, pay for what you use
Nonprofit Cloud
www.NonprofitRD.com22
Advantages of the Cloud
Availability
• Always on, accessible from anywhere
• Great for remote/telework – no more VPN’s (Virtual Private
Network) – eg. Chicago trip
Elastic
• Quickly and easily scaled up or down as needed
• Only pay for resources you use
• Server sitting idle vs. Cloud resource expanding as needed
• Rapid deployment
Sharing and Collaboration
• A hallmark of the Cloud – it’s built in
Nonprofit Cloud
www.NonprofitRD.com23
Advantages of the Cloud
Innovation
• Upgrades and new features included
• MailChimp and Mobile
• Cheaper and easier to keep up with latest trends
More Green
• Less infrastructure (servers) - less toxic materials used and dumped
• Shared data centers more efficient, less power needed (green
datacenters)
• Client computers don’t need as much power so
you can keep the older computers
Nonprofit Cloud
www.NonprofitRD.com24
Advantages of the Cloud
Disaster Planning
• Backup / Recovery
• Availability
• Hurricane Sandy
Security
• Usually the #1 concern.. but it’s an advantage, too
• Cloud vendors usually have higher security
• Physical security of hardware
• Updates and patches
• Better encryption
• Multi-site backups and file sharing
Nonprofit Cloud
www.NonprofitRD.com25
Disadvantages/Concerns
Nonprofit Cloud
www.NonprofitRD.com26
Disadvantages / Concerns
Cost
• Cost is usually per user
• At a certain point it may be more cost effective to buy
• May end up paying for more than you need
• Choose your plans wisely
• Cost of converting and training on new system
• Glorified phone book (Salesforce.com)
Availability
• Need an internet connection… and a good one!
• Relying on their data centers (example from Sandy)
• However, good vendors can usually do better than on-premise
Nonprofit Cloud
www.NonprofitRD.com27
Disadvantages / Concerns
Less control
• Less input and control to customize and add features
• Service Level Agreements (SLA’s)
• Termination, copyright, ownership of data
• They are in control
• Make your own backups and store offline
Trust and viability of provider
• Google Apps – ok. Joe’s Attic Apps.. not so much.
• Have other used it, been around for awhile, understand nonprofits?
Updates
• Vendor updates automatically, can cause issues/errors
Nonprofit Cloud
www.NonprofitRD.com28
Disadvantages / Concerns
Security
• Download Donny Shimamoto’s work (Security and Risk)
• Search “nten Donny Shimamoto cloud”
• Control of data – confidentiality, privacy, loss of data
• Weak link is often times security practices in the organization
Regulatory Compliance
• HIPAA (Health Insurance Portability and Accountability Act)
• PCI-compliant (Payment Card Industry)
• Check vendor certification / part of research phase
Nonprofit Cloud
www.NonprofitRD.com29
Future of the Cloud
Nonprofit Cloud
www.NonprofitRD.com30
Future of the Cloud
More and more movement to the Cloud
• Increased options and competition, lower prices over time
• Greater complexity in choosing the right solutions
Easier remote and telework options
• Great way for nonprofits to get great talent
• A benefit of working at your org
Nonprofit Cloud
www.NonprofitRD.com31
Future of the Cloud
New generations don’t even notice it
Salesforce.com Chief Scientist – JP Rangaswami
Asked if Cloud computing is real:
“Do my children know any different?” (The answer, by the way, is that they don’t.)
“My children appear to have no interest in hugging physical things in order to
make them feel good.”
“…we recognize the cloud today
more by its absence.”
Nonprofit Cloud
www.NonprofitRD.com32
Where to Start
Nonprofit Cloud
www.NonprofitRD.com33
Where to start
Not a Panacea
• Still need to make sure it fits your needs
Start where you are
• The Cloud is not all or nothing
• Test one area, then move on to others with experience
• Many have a free version or free trial period for testing
• New project? Look to the Cloud as a possible solution
Talk to accounting about the Cloud
• Budgeting for the Cloud
• Capital vs. Operating expenses - ramifications
Nonprofit Cloud
www.NonprofitRD.com34
Where to start
Think Total Cost of Ownership (TCO)
• May be “cheaper” to do some things the old fashioned way
• Software and hardware donations
• But… make sure to account for staff time, maintenance, downtime, etc.
Training is the key
• Vendor resources a good start
• Don’t spend the money if you are not going to fully utilize
• Example – Salesforce.com as glorified phonebook
Nonprofit Cloud
www.NonprofitRD.com35
Where to start - Services
Email
• May be great place to start
• Big wins and cost effective
• Google Apps, Office 365, Zoho, etc.
Backups / File Sharing
• Fairly easy setup
• Vital area that most organization ignore.. until it’s too late
• DropBox, JungleDisk, Box.com, JustCloud
CRM – Donor Database
• Constituent Relationship Management
• Sage Nonprofit Online, Salesforce.com, CiviCRM, etc.
Nonprofit Cloud
www.NonprofitRD.com36
Researching Vendors / Software
Online reviews / Ask colleagues and friends
• People who are using a product are a good resource
Do features match YOUR needs?
• No reason to pay for features you will not use
• Which tasks are you planning to test?
Be clear about what you want and expect
• When you assume …..
• Contract terms, support services, and training
Viability of vendor
• Will they be here in 5 years?
• Commitment to the nonprofit sector
Nonprofit Cloud
www.NonprofitRD.com37
Good Sites for Research
NTEN.org
• Where the nonprofit technology community meets.
Idealware.org
• A nonprofit, provides thoroughly researched, impartial, and accessible resources about software
to help nonprofits make smart software decisions.
TechSoup.org
• A nonprofit with a clear focus: providing other nonprofits and libraries with technology that
empowers them to fulfill their missions and serve their communities.
Google.com
Nonprofit Cloud
www.NonprofitRD.com38
Sign Up Online
Online Fundraising 101
Email Series
Updates about upcoming
webinars and training
www.NonprofitRD.com
Q & A
Download the Slides:
www.slideshare.net/sagenonprofit
Learn more about Sage Nonprofit Online:
www.sagenonprofit.com/sagenonprofitonline
Sign up for updates:
www.NonprofitRD.com
Richard Dietz
Nonprofit R+D
rich@nonprofitrd.com
@nonprofitrd
www.NonprofitRD.com/FB
www.NonprofitRD.com/IN
www.NonprofitRD.com/gplus

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Getting Started in the Nonprofit Cloud

  • 1. Getting Started in the Nonprofit Cloud #NPcloud Richard Dietz Nonprofit R+D rich@nonprofitrd.com @nonprofitrd www.NonprofitRD.com/FB www.NonprofitRD.com/IN www.NonprofitRD.com/gplus
  • 2. Nonprofit Cloud www.NonprofitRD.com2 Our Speaker Rich Dietz Founder of Nonprofit R+D - Technology Training for Nonprofit Professionals Rich has over 20 years' experience working in and with a wide variety of nonprofit, political, and government organizations and holds a Masters in Social Welfare (MSW) from UC Berkeley. You can find Rich on his website http://www.nonprofitrd.com or tweeting @nonprofitrd.
  • 3. Nonprofit Cloud www.NonprofitRD.com3 Who is this session for? 1) You want to learn the basics of what the Cloud is, advantages and disadvantages, and how it relates to nonprofits. OR 2) You are looking for material to talk to folks at your organization that may not understand the Cloud
  • 4. Nonprofit Cloud www.NonprofitRD.com4 Agenda 1. Soap Box 2. What does ‘the Cloud’ really mean? 3. Advantages & Disadvantages/Concerns 4. Future of the Cloud 5. Where to Start
  • 5. Nonprofit Cloud www.NonprofitRD.com5 Text Heavy Slides… oh no! I promise I do not just read the slides • Boring! Why text heavy slides •You don’t have to take notes – the info is there for you later •You can focus on the “ah-ha” moments •They will still make sense 6 months from now Let me know what you think
  • 6. Nonprofit Cloud www.NonprofitRD.com6 Our Goals Today • Gain a better understanding of ‘the Cloud’ and how it relates to nonprofits • Generate ideas to get you started researching and evaluating how the cloud can impact your organization • Encourage you to take action and test out new ideas
  • 7. Nonprofit Cloud www.NonprofitRD.com7 Don’t Panic There is help out there Google and NTEN are your friends
  • 8. Nonprofit Cloud www.NonprofitRD.com8 What you talkin’ about Willis? SaaS, Paas, Iaas, CRM, CMS ROI, API, wysiwyg Open-Source Blah, Blah, Blah
  • 9. Nonprofit Cloud www.NonprofitRD.com9 Who is currently using the Cloud?
  • 10. Nonprofit Cloud www.NonprofitRD.com10 What Does ‘the Cloud’ Really Mean? (and why should you care)
  • 11. Nonprofit Cloud www.NonprofitRD.com11 What is ‘the Cloud’ Other definitions: • An architecture that provides scalable, Internet-accessible services. • Managed software or services that reside on the internet. • Scalable services you access through the internet. Wikipedia says: “The use of computing resources (hardware and software) that are delivered as a service over a network (typically the Internet).”
  • 12. Nonprofit Cloud www.NonprofitRD.com12 Examples of the Cloud Microsoft Word vs. Google Docs “Sneaker Net” vs. Dropbox
  • 13. Nonprofit Cloud www.NonprofitRD.com13 Examples of the Cloud FR50 (Installed) vs. Sage Nonprofit Online MailChimp
  • 15. Nonprofit Cloud www.NonprofitRD.com15 Most NPO’s are already using it Over 90% of nonprofits are using the cloud • However, many did not realize it Most common Cloud solutions • Email – 69% • Broadcast email – 57% • Office software – 44% • Data backup – 41% • Constituent databases – 40% (NTEN State of the Nonprofit Cloud – March 2012) http://www.nten.org/research/cloudreport/download
  • 16. Nonprofit Cloud www.NonprofitRD.com16 Buy vs. Rent Installed software - Buy • Exchange Server – server, software, space, staff time, maintenance, upgrades, etc. Cloud - Rent • Google Apps – free for nonprofits with less than 3,000 users. • However, still need training, support, etc. As a homeowner, renting is starting to look pretty good to me! Which is better? That depends! • Need to evaluate on individual basis. • With software donation programs it may be more cost effective to buy. • BUT… need to account for staff time, maintenance, downtime, etc.
  • 17. Nonprofit Cloud www.NonprofitRD.com17 Why should your nonprofit care? The Cloud can save • Time • Money • Frustration • The environment The Cloud is great for • Sharing • Collaborating • Remote working • Scalability * All Discussed in the following section
  • 18. Nonprofit Cloud www.NonprofitRD.com18 What criteria are important to your organization in evaluating the Cloud?
  • 21. Nonprofit Cloud www.NonprofitRD.com21 Advantages of the Cloud Cost • Save money on equipment, staff, office space, electricity, ongoing maintenance, etc. • Reduced need for infrastructure - economies of scale • Lower cost of entry (upfront costs) as well as replacement costs • Can use less powerful and lower cost clients – netbook, low end computer (internet speed is the key) • Transfer capital expenses to operating expenses • Easier to budget – known monthly cost, pay for what you use
  • 22. Nonprofit Cloud www.NonprofitRD.com22 Advantages of the Cloud Availability • Always on, accessible from anywhere • Great for remote/telework – no more VPN’s (Virtual Private Network) – eg. Chicago trip Elastic • Quickly and easily scaled up or down as needed • Only pay for resources you use • Server sitting idle vs. Cloud resource expanding as needed • Rapid deployment Sharing and Collaboration • A hallmark of the Cloud – it’s built in
  • 23. Nonprofit Cloud www.NonprofitRD.com23 Advantages of the Cloud Innovation • Upgrades and new features included • MailChimp and Mobile • Cheaper and easier to keep up with latest trends More Green • Less infrastructure (servers) - less toxic materials used and dumped • Shared data centers more efficient, less power needed (green datacenters) • Client computers don’t need as much power so you can keep the older computers
  • 24. Nonprofit Cloud www.NonprofitRD.com24 Advantages of the Cloud Disaster Planning • Backup / Recovery • Availability • Hurricane Sandy Security • Usually the #1 concern.. but it’s an advantage, too • Cloud vendors usually have higher security • Physical security of hardware • Updates and patches • Better encryption • Multi-site backups and file sharing
  • 26. Nonprofit Cloud www.NonprofitRD.com26 Disadvantages / Concerns Cost • Cost is usually per user • At a certain point it may be more cost effective to buy • May end up paying for more than you need • Choose your plans wisely • Cost of converting and training on new system • Glorified phone book (Salesforce.com) Availability • Need an internet connection… and a good one! • Relying on their data centers (example from Sandy) • However, good vendors can usually do better than on-premise
  • 27. Nonprofit Cloud www.NonprofitRD.com27 Disadvantages / Concerns Less control • Less input and control to customize and add features • Service Level Agreements (SLA’s) • Termination, copyright, ownership of data • They are in control • Make your own backups and store offline Trust and viability of provider • Google Apps – ok. Joe’s Attic Apps.. not so much. • Have other used it, been around for awhile, understand nonprofits? Updates • Vendor updates automatically, can cause issues/errors
  • 28. Nonprofit Cloud www.NonprofitRD.com28 Disadvantages / Concerns Security • Download Donny Shimamoto’s work (Security and Risk) • Search “nten Donny Shimamoto cloud” • Control of data – confidentiality, privacy, loss of data • Weak link is often times security practices in the organization Regulatory Compliance • HIPAA (Health Insurance Portability and Accountability Act) • PCI-compliant (Payment Card Industry) • Check vendor certification / part of research phase
  • 30. Nonprofit Cloud www.NonprofitRD.com30 Future of the Cloud More and more movement to the Cloud • Increased options and competition, lower prices over time • Greater complexity in choosing the right solutions Easier remote and telework options • Great way for nonprofits to get great talent • A benefit of working at your org
  • 31. Nonprofit Cloud www.NonprofitRD.com31 Future of the Cloud New generations don’t even notice it Salesforce.com Chief Scientist – JP Rangaswami Asked if Cloud computing is real: “Do my children know any different?” (The answer, by the way, is that they don’t.) “My children appear to have no interest in hugging physical things in order to make them feel good.” “…we recognize the cloud today more by its absence.”
  • 33. Nonprofit Cloud www.NonprofitRD.com33 Where to start Not a Panacea • Still need to make sure it fits your needs Start where you are • The Cloud is not all or nothing • Test one area, then move on to others with experience • Many have a free version or free trial period for testing • New project? Look to the Cloud as a possible solution Talk to accounting about the Cloud • Budgeting for the Cloud • Capital vs. Operating expenses - ramifications
  • 34. Nonprofit Cloud www.NonprofitRD.com34 Where to start Think Total Cost of Ownership (TCO) • May be “cheaper” to do some things the old fashioned way • Software and hardware donations • But… make sure to account for staff time, maintenance, downtime, etc. Training is the key • Vendor resources a good start • Don’t spend the money if you are not going to fully utilize • Example – Salesforce.com as glorified phonebook
  • 35. Nonprofit Cloud www.NonprofitRD.com35 Where to start - Services Email • May be great place to start • Big wins and cost effective • Google Apps, Office 365, Zoho, etc. Backups / File Sharing • Fairly easy setup • Vital area that most organization ignore.. until it’s too late • DropBox, JungleDisk, Box.com, JustCloud CRM – Donor Database • Constituent Relationship Management • Sage Nonprofit Online, Salesforce.com, CiviCRM, etc.
  • 36. Nonprofit Cloud www.NonprofitRD.com36 Researching Vendors / Software Online reviews / Ask colleagues and friends • People who are using a product are a good resource Do features match YOUR needs? • No reason to pay for features you will not use • Which tasks are you planning to test? Be clear about what you want and expect • When you assume ….. • Contract terms, support services, and training Viability of vendor • Will they be here in 5 years? • Commitment to the nonprofit sector
  • 37. Nonprofit Cloud www.NonprofitRD.com37 Good Sites for Research NTEN.org • Where the nonprofit technology community meets. Idealware.org • A nonprofit, provides thoroughly researched, impartial, and accessible resources about software to help nonprofits make smart software decisions. TechSoup.org • A nonprofit with a clear focus: providing other nonprofits and libraries with technology that empowers them to fulfill their missions and serve their communities. Google.com
  • 38. Nonprofit Cloud www.NonprofitRD.com38 Sign Up Online Online Fundraising 101 Email Series Updates about upcoming webinars and training www.NonprofitRD.com
  • 39. Q & A Download the Slides: www.slideshare.net/sagenonprofit Learn more about Sage Nonprofit Online: www.sagenonprofit.com/sagenonprofitonline Sign up for updates: www.NonprofitRD.com Richard Dietz Nonprofit R+D rich@nonprofitrd.com @nonprofitrd www.NonprofitRD.com/FB www.NonprofitRD.com/IN www.NonprofitRD.com/gplus

Editor's Notes

  1. I use text heavy slides for two reasons:You don’t have to take detailed notes… relax, listen and interact6 months later when you look at these slides they will still make sense (a mini-eBook)Instead of seeing a picture of a teddy bear and having to remember what I said on that slide
  2. Gmail, google apps, constant contact, mailchimp,flickr,youtube, salesforce.com, common ground, skype, slideshare, basecamp, office365, Quickbooks Online, survey monkey,
  3. Gmail, google apps, constant contact, mailchimp,flickr,youtube, salesforce.com, common ground, skype, slideshare, basecamp, office365, Quickbooks Online, survey monkey,
  4. Individually? … at your organization?What types of services are you using?
  5. EXAMPLE: My wife said “OMG, I am using the cloud?These are also the main areas I recommend you start with….. Coming later in the presentation.
  6. EXAMPLE: My companies moving to Google Apps for email/calendar – **EXAMPLE: Client moving from POP3 email from web hosting company (poor support) to Google Apps – no need for support
  7. EXAMPLE: Client lost technology budget, not able to make large purchases/software... But was able to get “subscriptions” for cloud based services – salesforce.com, google apps,
  8. EXAMPLE: Availability/Telework -- Client had a top employee have to move because of husbands job. Organization was able to keep her on remotely because of their use of cloud services!
  9. EXAMPLE: Hurricane Sandy…. “Do I have everything backed up?” “What do I need to take with me?”
  10. Other side of the same coin…… Both advantage and disadvantage
  11. EXAMPLE: Client had to get new internet provider as they were having a hard time connecting to internet and Cloud services. So some extra cost there, but much more reliable and efficient.. So cost benefit in long run.
  12. Weak passwords!!!!!
  13. Weak passwords!!!!!
  14. Other side of the same coin…… Both advantage and disadvantage
  15. EXAMPLE mentioned earlier
  16. EXAMPLE mentioned earlier
  17. EXAMPLE: mentioned earlier.. Lost tech funding, but able to work around it using cloud subscriptions.
  18. EXAMPLE: Training-- Client implemented salesforce.com…. No training… glorified phone book. You need to train!
  19. Other areas to look at – Broadcast email, office software, collaboration/project management.